Spinnaker Trust as of Dec. 31, 2016
Portfolio Holdings for Spinnaker Trust
Spinnaker Trust holds 192 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
3M Company (MMM) | 15.5 | $115M | 644k | 178.57 | |
Vanguard Europe Pacific ETF (VEA) | 10.2 | $76M | 2.1M | 36.54 | |
Technology SPDR (XLK) | 6.2 | $46M | 945k | 48.36 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 4.5 | $33M | 1.1M | 30.53 | |
Financial Select Sector SPDR (XLF) | 4.1 | $30M | 1.3M | 23.25 | |
Health Care SPDR (XLV) | 3.2 | $24M | 347k | 68.94 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 3.0 | $23M | 413k | 54.93 | |
Consumer Discretionary SPDR (XLY) | 2.8 | $21M | 253k | 81.40 | |
Consumer Staples Select Sect. SPDR (XLP) | 2.1 | $16M | 306k | 51.71 | |
IQ Hedge Multi-Strategy Tracker (QAI) | 2.1 | $16M | 541k | 28.67 | |
Industrial SPDR (XLI) | 2.0 | $15M | 238k | 62.22 | |
Fidelity msci energy idx (FENY) | 1.5 | $11M | 534k | 21.18 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 1.4 | $10M | 216k | 47.49 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 1.2 | $9.3M | 177k | 52.29 | |
Johnson & Johnson (JNJ) | 1.2 | $8.8M | 76k | 115.21 | |
Fidelity msci info tech i (FTEC) | 1.1 | $8.5M | 231k | 36.91 | |
iShares Dow Jones US Pharm Indx (IHE) | 1.1 | $8.4M | 59k | 141.42 | |
Ishares Inc msci india index (INDA) | 1.1 | $8.1M | 303k | 26.81 | |
Exxon Mobil Corporation (XOM) | 1.0 | $7.6M | 84k | 90.26 | |
Microsoft Corporation (MSFT) | 0.9 | $7.0M | 112k | 62.14 | |
Energy Select Sector SPDR (XLE) | 0.9 | $6.4M | 85k | 75.32 | |
Fidelity msci finls idx (FNCL) | 0.9 | $6.4M | 185k | 34.58 | |
General Electric Company | 0.8 | $5.9M | 186k | 31.60 | |
Vanguard Telecommunication Services ETF (VOX) | 0.8 | $5.9M | 59k | 100.14 | |
Wells Fargo & Company (WFC) | 0.7 | $5.3M | 96k | 55.11 | |
Apple (AAPL) | 0.7 | $5.3M | 46k | 115.81 | |
Cisco Systems (CSCO) | 0.6 | $4.7M | 156k | 30.22 | |
United Technologies Corporation | 0.6 | $4.6M | 42k | 109.62 | |
Fidelity Con Discret Etf (FDIS) | 0.6 | $4.5M | 140k | 32.16 | |
At&t (T) | 0.6 | $4.5M | 106k | 42.53 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $4.4M | 20k | 223.55 | |
Berkshire Hathaway (BRK.B) | 0.6 | $4.1M | 25k | 163.00 | |
Vanguard Long Term Corporate Bond ETF (VCLT) | 0.6 | $4.1M | 46k | 89.36 | |
Ishares Tr eafe min volat (EFAV) | 0.6 | $4.2M | 68k | 61.21 | |
Reynolds American | 0.5 | $3.8M | 68k | 56.04 | |
Materials SPDR (XLB) | 0.5 | $3.9M | 78k | 49.70 | |
Intel Corporation (INTC) | 0.5 | $3.7M | 103k | 36.27 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $3.7M | 4.8k | 771.91 | |
Procter & Gamble Company (PG) | 0.5 | $3.6M | 43k | 84.09 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.5 | $3.6M | 65k | 54.85 | |
Fidelity msci indl indx (FIDU) | 0.5 | $3.4M | 106k | 32.23 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.4 | $3.3M | 22k | 151.04 | |
Comcast Corporation (CMCSA) | 0.4 | $3.1M | 45k | 69.05 | |
Bristol Myers Squibb (BMY) | 0.4 | $3.2M | 54k | 58.45 | |
E.I. du Pont de Nemours & Company | 0.4 | $3.0M | 41k | 73.39 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.4 | $3.0M | 42k | 71.87 | |
Fidelity consmr staples (FSTA) | 0.4 | $3.1M | 98k | 31.20 | |
Capital One Financial (COF) | 0.4 | $3.0M | 34k | 87.25 | |
Chevron Corporation (CVX) | 0.4 | $2.9M | 25k | 117.70 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $2.9M | 40k | 71.23 | |
Real Estate Select Sect Spdr (XLRE) | 0.4 | $2.8M | 92k | 30.75 | |
CVS Caremark Corporation (CVS) | 0.4 | $2.7M | 35k | 78.90 | |
Visa (V) | 0.4 | $2.8M | 36k | 78.01 | |
International Business Machines (IBM) | 0.4 | $2.7M | 16k | 166.00 | |
Vanguard S&p 500 Etf idx (VOO) | 0.3 | $2.6M | 13k | 205.33 | |
Crown Castle Intl (CCI) | 0.3 | $2.6M | 30k | 86.76 | |
FedEx Corporation (FDX) | 0.3 | $2.5M | 14k | 186.22 | |
Pfizer (PFE) | 0.3 | $2.6M | 79k | 32.49 | |
Constellation Brands (STZ) | 0.3 | $2.5M | 17k | 153.30 | |
Anthem (ELV) | 0.3 | $2.5M | 18k | 143.75 | |
Nike (NKE) | 0.3 | $2.4M | 48k | 50.82 | |
Lowe's Companies (LOW) | 0.3 | $2.4M | 34k | 71.13 | |
Pepsi (PEP) | 0.3 | $2.3M | 22k | 104.62 | |
EOG Resources (EOG) | 0.3 | $2.3M | 23k | 101.10 | |
Church & Dwight (CHD) | 0.3 | $2.3M | 53k | 44.19 | |
iShares S&P SmallCap 600 Index (IJR) | 0.3 | $2.3M | 17k | 137.50 | |
Home Depot (HD) | 0.3 | $2.2M | 16k | 134.09 | |
Waste Management (WM) | 0.3 | $2.0M | 28k | 70.91 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $1.9M | 43k | 44.17 | |
Merck & Co (MRK) | 0.2 | $1.8M | 31k | 58.86 | |
ProShares Credit Suisse 130/30 (CSM) | 0.2 | $1.9M | 34k | 55.26 | |
Expedia (EXPE) | 0.2 | $1.8M | 16k | 113.28 | |
Welltower Inc Com reit (WELL) | 0.2 | $1.8M | 27k | 66.92 | |
Caterpillar (CAT) | 0.2 | $1.7M | 18k | 92.73 | |
Philip Morris International (PM) | 0.2 | $1.7M | 19k | 91.51 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.2 | $1.7M | 16k | 108.19 | |
WisdomTree SmallCap Dividend Fund (DES) | 0.2 | $1.7M | 21k | 82.71 | |
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.2 | $1.7M | 34k | 50.17 | |
McDonald's Corporation (MCD) | 0.2 | $1.6M | 13k | 121.69 | |
Altria (MO) | 0.2 | $1.6M | 23k | 67.61 | |
Schlumberger (SLB) | 0.2 | $1.5M | 18k | 83.93 | |
D First Tr Exchange-traded (FPE) | 0.2 | $1.5M | 80k | 18.99 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $1.4M | 17k | 86.31 | |
Verizon Communications (VZ) | 0.2 | $1.4M | 26k | 53.40 | |
Fidelity Bond Etf (FBND) | 0.2 | $1.4M | 29k | 49.78 | |
Amgen (AMGN) | 0.2 | $1.3M | 9.1k | 146.24 | |
First Tr Exchange-traded Fd no amer energy (EMLP) | 0.2 | $1.3M | 53k | 25.24 | |
Union Pacific Corporation (UNP) | 0.2 | $1.2M | 12k | 103.68 | |
Automatic Data Processing (ADP) | 0.2 | $1.3M | 12k | 102.77 | |
Celgene Corporation | 0.2 | $1.3M | 11k | 115.71 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $1.3M | 4.2k | 301.77 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $1.3M | 9.6k | 131.61 | |
Abbott Laboratories (ABT) | 0.1 | $1.0M | 26k | 38.43 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $1.1M | 9.3k | 114.10 | |
Anheuser-Busch InBev NV (BUD) | 0.1 | $1.1M | 10k | 105.46 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $1.1M | 1.3k | 792.38 | |
Emerson Electric (EMR) | 0.1 | $956k | 17k | 55.76 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $988k | 8.8k | 111.99 | |
General Mills (GIS) | 0.1 | $861k | 14k | 61.77 | |
Becton, Dickinson and (BDX) | 0.1 | $808k | 4.9k | 165.57 | |
Novartis (NVS) | 0.1 | $795k | 11k | 72.87 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $848k | 8.1k | 105.12 | |
Wec Energy Group (WEC) | 0.1 | $796k | 14k | 58.64 | |
Dow Chemical Company | 0.1 | $710k | 12k | 57.23 | |
Equity Residential (EQR) | 0.1 | $769k | 12k | 64.35 | |
Berkshire Hathaway (BRK.A) | 0.1 | $732k | 3.00 | 244000.00 | |
Powershares Etf Tr Ii s^p smcp it po | 0.1 | $724k | 10k | 69.65 | |
MasterCard Incorporated (MA) | 0.1 | $702k | 6.8k | 103.24 | |
Equifax (EFX) | 0.1 | $638k | 5.4k | 118.15 | |
Coca-Cola Company (KO) | 0.1 | $699k | 17k | 41.45 | |
Wal-Mart Stores (WMT) | 0.1 | $641k | 9.3k | 69.12 | |
Walt Disney Company (DIS) | 0.1 | $648k | 6.2k | 104.15 | |
Honeywell International (HON) | 0.1 | $660k | 5.7k | 115.89 | |
iShares Russell 2000 Index (IWM) | 0.1 | $669k | 5.0k | 134.88 | |
Aqua America | 0.1 | $688k | 23k | 30.04 | |
iShares S&P Global Clean Energy Index (ICLN) | 0.1 | $683k | 87k | 7.88 | |
State Street Corporation (STT) | 0.1 | $609k | 7.8k | 77.77 | |
Illinois Tool Works (ITW) | 0.1 | $587k | 4.8k | 122.37 | |
General Dynamics Corporation (GD) | 0.1 | $587k | 3.4k | 172.80 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $573k | 3.5k | 165.46 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $570k | 6.8k | 84.38 | |
Fidelity msci rl est etf (FREL) | 0.1 | $620k | 27k | 23.44 | |
Consolidated Edison (ED) | 0.1 | $528k | 7.2k | 73.72 | |
IDEXX Laboratories (IDXX) | 0.1 | $528k | 4.5k | 117.33 | |
Harris Corporation | 0.1 | $488k | 4.8k | 102.39 | |
Whirlpool Corporation (WHR) | 0.1 | $514k | 2.8k | 181.88 | |
Anadarko Petroleum Corporation | 0.1 | $505k | 7.2k | 69.72 | |
Colgate-Palmolive Company (CL) | 0.1 | $490k | 7.5k | 65.50 | |
Texas Instruments Incorporated (TXN) | 0.1 | $539k | 7.4k | 72.91 | |
AvalonBay Communities (AVB) | 0.1 | $549k | 3.1k | 177.10 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $503k | 4.2k | 118.58 | |
Spdr Series Trust hlth care svcs (XHS) | 0.1 | $486k | 9.3k | 52.45 | |
AFLAC Incorporated (AFL) | 0.1 | $460k | 6.6k | 69.59 | |
Air Products & Chemicals (APD) | 0.1 | $442k | 3.1k | 143.97 | |
Kellogg Company (K) | 0.1 | $469k | 6.4k | 73.72 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $452k | 13k | 35.75 | |
First Tr Nasdaq Aba Cmnty Bk ut com shs etf (QABA) | 0.1 | $469k | 8.9k | 52.79 | |
Cummins (CMI) | 0.1 | $338k | 2.5k | 136.84 | |
Polaris Industries (PII) | 0.1 | $403k | 4.9k | 82.38 | |
Public Storage (PSA) | 0.1 | $369k | 1.7k | 223.64 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $344k | 6.0k | 57.67 | |
Southern Company (SO) | 0.1 | $390k | 7.9k | 49.24 | |
Fiserv (FI) | 0.1 | $367k | 3.5k | 106.19 | |
Oracle Corporation (ORCL) | 0.1 | $364k | 9.5k | 38.41 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $340k | 2.9k | 117.28 | |
Utilities SPDR (XLU) | 0.1 | $385k | 7.9k | 48.60 | |
iShares Dow Jones US Medical Dev. (IHI) | 0.1 | $348k | 2.6k | 133.33 | |
Pembina Pipeline Corp (PBA) | 0.1 | $392k | 13k | 31.36 | |
Phillips 66 (PSX) | 0.1 | $342k | 4.0k | 86.39 | |
Duke Energy (DUK) | 0.1 | $361k | 4.6k | 77.68 | |
Claymore Exchange Trd Fd Tr gug bull2018 e | 0.1 | $374k | 18k | 21.17 | |
Cable One (CABO) | 0.1 | $342k | 550.00 | 621.82 | |
Goldman Sachs (GS) | 0.0 | $319k | 1.3k | 239.31 | |
American Express Company (AXP) | 0.0 | $294k | 4.0k | 74.02 | |
Bank of America Corporation (BAC) | 0.0 | $321k | 15k | 22.12 | |
Dominion Resources (D) | 0.0 | $282k | 3.7k | 76.65 | |
Hawaiian Electric Industries (HE) | 0.0 | $305k | 9.2k | 33.12 | |
Unum (UNM) | 0.0 | $304k | 6.9k | 43.88 | |
ConocoPhillips (COP) | 0.0 | $281k | 5.6k | 50.05 | |
Praxair | 0.0 | $271k | 2.3k | 117.11 | |
Qualcomm (QCOM) | 0.0 | $265k | 4.1k | 65.27 | |
NewMarket Corporation (NEU) | 0.0 | $267k | 629.00 | 424.48 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $297k | 3.7k | 79.58 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $291k | 3.9k | 75.10 | |
Rayonier (RYN) | 0.0 | $283k | 11k | 26.57 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $265k | 2.3k | 115.32 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $266k | 2.4k | 110.10 | |
Claymore Exchange-traded Fd gugg crp bd 2017 | 0.0 | $293k | 13k | 22.62 | |
Claymore Exchange Trd Fd Tr gug bull2019 e | 0.0 | $276k | 13k | 21.14 | |
Ishares Tr msci lw crb tg (CRBN) | 0.0 | $270k | 2.8k | 96.84 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $221k | 3.9k | 56.12 | |
PNC Financial Services (PNC) | 0.0 | $249k | 2.1k | 117.18 | |
Costco Wholesale Corporation (COST) | 0.0 | $245k | 1.5k | 160.24 | |
Boeing Company (BA) | 0.0 | $248k | 1.6k | 155.88 | |
Ross Stores (ROST) | 0.0 | $256k | 3.9k | 65.64 | |
Yum! Brands (YUM) | 0.0 | $221k | 3.5k | 63.20 | |
Stryker Corporation (SYK) | 0.0 | $242k | 2.0k | 119.92 | |
Amazon (AMZN) | 0.0 | $224k | 299.00 | 749.16 | |
Apollo Commercial Real Est. Finance (ARI) | 0.0 | $201k | 12k | 16.61 | |
SPDR S&P Biotech (XBI) | 0.0 | $209k | 3.5k | 59.14 | |
Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.0 | $218k | 13k | 16.52 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $221k | 2.8k | 79.87 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $239k | 3.0k | 79.45 | |
Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.0 | $225k | 3.4k | 67.16 | |
Mondelez Int (MDLZ) | 0.0 | $211k | 4.8k | 44.37 | |
Novo-nordisk A/s Sedol# 707752 | 0.0 | $200k | 5.6k | 35.68 | |
Fidelity msci matls index (FMAT) | 0.0 | $231k | 8.0k | 28.80 | |
Kraft Heinz (KHC) | 0.0 | $221k | 2.5k | 87.28 | |
Ackermans & Van Haaren Nv | 0.0 | $206k | 1.4k | 147.14 | |
Ashland (ASH) | 0.0 | $219k | 2.0k | 109.50 | |
Franklin Street Properties (FSP) | 0.0 | $133k | 10k | 12.98 | |
Greengro Technologies (GRNH) | 0.0 | $1.0k | 10k | 0.10 |